Choice and flexibility for the rest.
Unifying best-of-breed technologies for a superior advisor experience.
CircleBlack delivers portfolio management and performance reporting, tightly integrated with your choice of technology and custodial feeds, to provide a 360-degree view of an advisor’s book of business.
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“CircleBlack is ‘skating to where the puck is going’, executing on their vision of bringing together best-of-breed technology to deliver the digital platform advisors need to succeed in the current and future marketplace.”
Joel Bruckenstein, Founder of the T3 Fntech Wealth Management Conference, and a strategic consultant to wealthtech firms.
CircleBlack is an integrated advisor hub, built on an open platform that’s fast, scalable, and easy to deploy.
Work smarter, not harder
- Gain a 360-degree view of advisor and client activities
- Work within a single, powerful interface
- Build relationships with investor communication tools
- Integrate a wide array of advisor technology solutions to work more efficiently
- Customize to fit business and investor needs
Do more, because it has more
- Best-of-breed technology that works for your business
- Clear visibility into investments and clients
- Open platform for easy scaling
- Fast and easy to deploy
- Superior Investor app for enhanced client engagement